Claims workbench/CLM-2026-007144
Professional claim · CMS-1500 · EDI 837P

CLM-2026-007144

Summit Internal Medicine Associates, Internal Medicine. Service 2026-01-14 at office (POS 11). Received 2026-01-19.

Needs review
Billed
$344.00
2 lines
Allowed
$213.28
if approved
Plan pays
—
Needs review
Member owes
—
copay / deductible / 10% coinsurance
Rules engine
Review
CO97
Decided by
Nobody yet
open

Member

Resolved through the identity graph

Member ID
UHC-85120-03
Date of birth
1961-03-25
Identity
Verified3 records, confidence 0.99
Claim record
CLMCLM-405005
Relationship
Self, Los Angeles, CA

Coverage and accumulators

Found by member ID

Plan
NULL PPO group GRP-1811
Coverage period
2023-02-01 to present
Deductible
$26.29 of $500.005%
Out-of-pocket maximum
$514.42 of $2,000.0026%
Copays
office $40.00, specialist $40.00, emergency $150.00
Physical therapy visits
14 of 20 used

Provider

Billing and rendering

Billing provider
Summit Internal Medicine Associates
Internal Medicine · taxonomy 207R00000X
NPI
6465307315
Network
In network
Rendering NPI
4570374148
Location
Dallas, TX · TIN 38-0331357
Authorisation / referral
none / none

Service lines

CMS-1500: procedures, modifiers, units, charges and the pricing outcome per line

LineCodeDescriptionMod.UnitsDxBilledAllowedMemberPlanLine status
193000Electrocardiogram with interpretation5911$70.00$43.40——Review
299214Office visit, established patient, moderate complexity5912$274.00$169.88——Review
Totals$344.00$213.28——
Diagnoses (ICD-10-CM)
  • 1. E11.65 Type 2 diabetes mellitus with hyperglycemiaprincipal
  • 2. N18.30 Chronic kidney disease, stage 3 unspecified
Claim header
Patient account
PA-244109
Frequency code
1 (original)
Accident
No
DRG
—
Admit / discharge
—
Landed
2026-10-22 12:44

Rules engine

CLAIMS-ADJ v1: 11 checks, 1 needing attention

CheckResultCodeDetail
Member identityPassAttached to MBR-005761 (verified, link confidence 0.99).
EligibilityPassActive on 2026-01-14: NULL (PPO), effective 2023-02-01.
Timely filingPassReceived 5 days after service (limit 90).
Duplicate checkPassNo matching prior claim in the duplicate window.
Prior authorisationPassNo line requires precertification.
Provider networkPassIn-network provider Summit Internal Medicine Associates (6465307315).
Medical necessityPassDiagnosis supports the procedures billed.
Bundling (NCCI)ReviewCO97Modifier 59 used on a normally bundled code pair; the operative note must document a distinct procedural service.
Benefit included in another service already adjudicated
Benefit limitsPassNo limited benefit on this claim.
CompletenessPassRequired documentation present.
High-dollar reviewPassWithin the auto-adjudication ceiling.
Evaluated 2026-10-22 12:44 under policy version 1. Left for review: soft signals only, no hard rule fired.

Notes

Provider, system and examiner notes on this claim

  • ClinicalProvider: Summit Internal Medicine Associates2026-01-14 14:06

    Patient seen for type 2 diabetes mellitus with hyperglycemia. Both procedures were performed at the same site during the same session as part of one service.

  • SystemSystem: Claims system2026-01-19 04:39

    NCCI edit: modifier 59 used on a code pair that is normally bundled. Operative note requested.

Attachments

Documents received with the claim

  • Medical recordrecords_PA-244109.pdf16 pages

    Operative note describes a single procedure at one site; no separate session.

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineReview2026-10-22 12:44
    Bundling (NCCI): Modifier 59 used on a normally bundled code pair; the operative note must document a distinct procedural service.
  2. AI recommendationDenied2026-10-23 19:19
    The claim includes an office visit (99214) and an electrocardiogram (93000) with modifier 59, which is used to indicate a distinct procedural service. However, the clinical note [N1] and the operative note in the medical record [A1] both indicate that both procedures were performed at the same site during the same session as part of one service. This contradicts the use of modifier 59, which is required to document a distinct procedural service according to the NCCI edit [R-ncci]. Therefore, the claim is denied with reason code CO97, as the office visit is included in the electrocardiogram service.
  3. AI recommendation recordedR. Patel (Claims Examiner II)2026-10-23 19:19 · 9d0c754a

Other claims for this member

Same resolved identity

No other claims.

AI recommendation

apac.amazon.nova-pro-v1:0 · prompt adjudicate-v1 · policy v1 · assist mode

Deniedconfidence 0.95 Validated
  • CO97 Benefit included in another service already adjudicated

The claim includes an office visit (99214) and an electrocardiogram (93000) with modifier 59, which is used to indicate a distinct procedural service. However, the clinical note [N1] and the operative note in the medical record [A1] both indicate that both procedures were performed at the same site during the same session as part of one service. This contradicts the use of modifier 59, which is required to document a distinct procedural service according to the NCCI edit [R-ncci]. Therefore, the claim is denied with reason code CO97, as the office visit is included in the electrocardiogram service.

Evidence cited: [L1][L2][N1][N2][R-ncci]
Latency
1,915 ms
Tokens
1,272 in / 213 out
Cost
$0.0017
Input hash ad487cb102b4a8a6… · identifiers withheld from the model: name, dob, member_id

Examiner decision

Record the final decision; pricing and remittance reasons follow from it

Pre-filled from the AI recommendation. Change anything before you record it.
Outcome
Reason codes *
  • CO97 Benefit included in another service already adjudicated
653 characters
ExaminerR. Patel (Claims Examiner II)
Will apply: deny

Evaluation truth

Hidden label from the synthetic generator; never shown to the model

DeniedCO97scenario: Unbundling

Bundled code pair; modifier 59 not supported by the operative note.